Openair Financial, LLC
● SEC registered since 2023CRD 300362SEC# 801-127377Southlake, TX
Reg. AUM
$318M
Employees
7
Accounts
1,212
Location
Southlake, TX
Openair Financial, LLC assets under management
Openair Financial, LLC operates as an SEC-registered investment adviser based in Southlake, TX. The firm has been registered since 2023. It reports $318 million in regulatory assets under management and employs 7 people.
Openair Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris R Massenburg Control | Member/Investment Advisor Representative | 25-50% | 2019 |
| Jonathan Kent Lawton Control | Member/Investment Advisor Representative | 25-50% | 2019 |
| Stewart Embry Fields Control | Chief Compliance Officer/Managing Member/Investment Advisor Representative | 25-50% | 2019 |
Frequently asked questions
How much does Openair Financial, LLC manage?
Openair Financial, LLC reports $318 million in regulatory assets under management on its Form ADV.
How many employees does Openair Financial, LLC have?
Openair Financial, LLC reports 7 employees.
Where is Openair Financial, LLC located?
Openair Financial, LLC is based in Southlake, TX and has been SEC-registered since 2023.
Does Openair Financial, LLC disclose fund performance?
Openair Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 280 Miron Drive, Southlake, TX 76092 |
| Phone | 214-233-6059 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$318Mregulatory AUM
Discretionary $318M